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Opal Wealth Advisors’s Vulcan Materials VMC Stock Holding History

Opal Wealth Advisors’s Portfolio VMC Stock Details VMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.1K Buy
+85
New +$25K 0.01% 569
2025
Q3 		– Sell
-113
Closed -$29.5K – 537
2025
Q2 		$29.5K Sell
113
-3
-3% -$771 0.01% 481
2025
Q1 		$27.1K Buy
+116
New +$29.5K 0.01% 466
2024
Q3 		– Sell
-119
Closed -$29.6K – 1141
2024
Q2 		$29.6K Sell
119
-1
-0.8% -$258 0.01% 422
2024
Q1 		$32.8K Buy
+120
New +$29.6K 0.01% 223

Other funds holding VMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Opal Wealth Advisors's VMC Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Vulcan Materials (VMC) in Q1 2026: 85 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in VMC as recently as Q2 2025.

Opal Wealth Advisors first reported a position in VMC in Q1 2024 and has held it in 5 quarters since. The position peaked at $32.8K in Q1 2024. 1,026 funds tracked by Wall St. Rank hold VMC as of Q1 2026.

  • Opal Wealth Advisors held 85 shares of Vulcan Materials worth $23.1K as of Q1 2026.
  • Vulcan Materials was a new Opal Wealth Advisors position in Q1 2026.
  • Vulcan Materials made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #569 holding.
  • Opal Wealth Advisors first reported a position in Vulcan Materials in Q1 2024 and has held it in 5 quarters since.
  • Opal Wealth Advisors's Vulcan Materials position peaked at $32.8K in Q1 2024.
  • 1,026 funds tracked by Wall St. Rank held Vulcan Materials as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.